Latest Institutional Transactions on Vanguard Specialized Funds Van (VNQ)
This table provides information on the latest institutional transactions involving Vanguard Specialized Funds Van (VNQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
173+ 1.9% |
$15.2K - $17.1K
|
9.3K
$873K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
40.4K+ 3.5% |
$3.55M - $3.99M
|
1.2M
$112M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
175+ 2.99% |
$15.4K - $17.3K
|
6.03K
$566K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.61K- 4.05% |
$142K - $159K
|
38.3K
$3.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
62+ 2.59% |
$5.45K - $6.11K
|
2.46K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
1+ 0.04% |
$87.9 - $98.6
|
2.84K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
434+ 1.77% |
$38.1K - $42.8K
|
24.9K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
288New |
$25.3K - $28.4K
|
288
$27K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.68K+ 5.54% |
$148K - $166K
|
32K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-622- 10.68% |
$54.6K - $61.3K
|
5.2K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-52- 94.55% |
$4.57K - $5.13K
|
3
$282
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
718+ 3.26% |
$63.1K - $70.8K
|
22.8K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
57+ 0.9% |
$5.01K - $5.62K
|
6.38K
$599K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-389- 12.44% |
$34.2K - $38.4K
|
2.74K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-200- 3.9% |
$17.6K - $19.7K
|
4.93K
$463K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.43K- 2.02% |
$125K - $141K
|
69.1K
$6.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-416- 4.3% |
$36.5K - $41K
|
9.25K
$869K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.4K- 4.39% |
$738K - $828K
|
183K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-425- 98.61% |
$37.3K - $41.9K
|
6
$563
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
318+ 2.64% |
$27.9K - $31.4K
|
12.4K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.67K+ 12.48% |
$322K - $362K
|
33.1K
$3.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-32- 0.15% |
$2.81K - $3.16K
|
21.6K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-49- 1.68% |
$4.3K - $4.83K
|
2.87K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
49New |
$4.3K - $4.83K
|
49
$4.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.74K- 8.74% |
$153K - $171K
|
18.2K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.69K+ 1.44% |
$236K - $265K
|
189K
$17.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.08K+ 6.64% |
$94.6K - $106K
|
17.3K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
10.4K+ 34.08% |
$915K - $1.03M
|
41K
$3.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
80+ 1.81% |
$7.03K - $7.89K
|
4.51K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.56K- 18.55% |
$400K - $449K
|
20K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
601+ 3.46% |
$52.8K - $59.3K
|
18K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.3K+ 5.14% |
$202K - $227K
|
47.1K
$4.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.32K- 6.23% |
$116K - $131K
|
19.9K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.34K+ 46.54% |
$205K - $230K
|
7.36K
$691K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.53K+ 26.29% |
$750K - $841K
|
41K
$3.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
19+ 0.22% |
$1.67K - $1.87K
|
8.57K
$805K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.98K+ 7.75% |
$174K - $195K
|
27.5K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.68K+ 4.13% |
$235K - $264K
|
67.5K
$6.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-85.1K- 96.6% |
$7.47M - $8.39M
|
2.99K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13KNew |
$1.14M - $1.28M
|
13K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
1.79K+ 43.33% |
$157K - $176K
|
5.92K
$556K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$682K - $765K
|
7.76K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 5.85% |
$13.2K - $14.8K
|
2.41K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.5K- 35.15% |
$131K - $147K
|
2.76K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-725- 5.1% |
$63.7K - $71.5K
|
13.5K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
275+ 4.42% |
$24.2K - $27.1K
|
6.5K
$610K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.83K+ 9.18% |
$425K - $477K
|
57.5K
$5.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
173KNew |
$15.2M - $17.1M
|
173K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-42- 0.3% |
$3.69K - $4.14K
|
13.9K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
7.76K+ 3.22% |
$681K - $765K
|
249K
$23.4M
|